Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2017)
As of Jun 30, 2017, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2017, the filing reported:
New Buys - Boston Omaha Corporation
Increases - American Tower Corporation (REI, Berkshire Hathaway Inc. New, Dollar Tree, Inc., Enstar Group, CarMax Inc, and 7 more
Reductions - None reported
Complete Exits - Dollar General Corporation, Fortive Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2017
|
AMT
American Tower Corporation (REI
|
Buy |
+111,805
|
|
Q2 2017
|
BOC
Boston Omaha Corporation
|
Buy - Position Entry |
+350,000
|
|
Q2 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+6,725
|
|
Q2 2017
|
DG
Dollar General Corporation
|
Sell - Position Exit |
-1,500,000
|
|
Q2 2017
|
DLTR
Dollar Tree, Inc.
|
Buy |
+648,359
|
|
Q2 2017
|
FTV
Fortive Corporation
|
Sell - Position Exit |
-750,000
|
|
Q2 2017
|
G3075P101
Enstar Group
|
Buy |
+10,995
|
|
Q2 2017
|
KMX
CarMax Inc
|
Buy |
+13,120
|
|
Q2 2017
|
MA
Mastercard Incorporated
|
Buy |
+16,216
|
|
Q2 2017
|
MCO
Moody's Corporation
|
Buy |
+19,845
|
|
Q2 2017
|
MKL
Markel Group Inc.
|
Buy |
+2,199
|
|
Q2 2017
|
MNRO
Monro, Inc.
|
Buy |
+25,070
|
|
Q2 2017
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+368,017
|
|
Q2 2017
|
ROP
Roper Technologies, Inc.
|
Buy |
+4,955
|
|
Q2 2017
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+14,496
|